Carson Wealth (CWM LLC)’s Performance Technologies PTIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5260 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 5161 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 5103 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 5083 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4872 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4662 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4437 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4461 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4395 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4273 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4181 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4111 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4021 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3785 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3597 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 2950 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2950 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2950 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2950 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2950 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2950 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2950 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2950 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2950 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3171 |
|